Impax Asset Management Group plc Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$24.3B
Holdings
396
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (396 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AWCAmerican Water Works Co Inc | 5,576,780 | $941.4B | 3866.58% | |
| 2 | LINLinde PLC | 2,940,220 | $862.6B | 3542.87% | |
| 3 | MSFTMicrosoft Corp | 2,525,249 | $711.9B | 2923.98% | |
| 4 | ECLEcolab Inc | 3,396,625 | $708.6B | 2910.37% | |
| 5 | IEXIDEX Corp | 3,235,347 | $669.6B | 2749.99% | |
| 6 | PNRPentair PLC | 9,086,023 | $658.9B | 2706.12% | |
| 7 | TRMBTrimble Inc | 7,956,224 | $653.4B | 2683.76% | |
| 8 | AG8Agilent Technologies Inc | 3,996,222 | $629.5B | 2585.58% | |
| 9 | XYLXylem Inc/NY | 5,010,139 | $618.9B | 2541.75% | |
| 10 | APTVAptiv PLC | 3,780,297 | $563.2B | 2312.97% | |
| 11 | EQIXEquinix Inc | 636,982 | $503.3B | 2067.15% | |
| 12 | PTCPTC Inc | 4,027,190 | $481.2B | 1976.44% | |
| 13 | VRSKVerisk Analytics Inc | 2,247,583 | $450.1B | 1848.74% | |
| 14 | WMWaste Management Inc | 2,634,085 | $393.4B | 1615.88% | |
| 15 | HUBBHubbell Inc | 2,118,708 | $382.8B | 1572.18% | |
| 16 | TELTE Connectivity Ltd | 2,743,100 | $376.4B | 1545.98% | |
| 17 | DHRDanaher Corp | 1,224,201 | $372.7B | 1530.73% | |
| 18 | WTSWatts Water Technologies Inc | 2,076,170 | $348.3B | 1430.49% | |
| 19 | IQVIQVIA Holdings Inc | 1,380,487 | $330.7B | 1358.17% | |
| 20 | WMSAdvanced Drainage Systems Inc | 2,976,737 | $321.0B | 1318.56% | |
| 21 | ADSKAutodesk Inc | 1,115,711 | $318.2B | 1306.77% | |
| 22 | CDNSCadence Design Systems Inc | 2,063,422 | $312.5B | 1283.44% | |
| 23 | MAMastercard Inc | 893,052 | $310.5B | 1275.27% | |
| 24 | HDBHDFC Bank Ltd | 4,228,089 | $309.0B | 1269.25% | |
| 25 | TTTrane Technologies PLC | 1,675,982 | $289.4B | 1188.45% | |
| 26 | TXNTexas Instruments Inc | 1,472,995 | $283.1B | 1162.84% | |
| 27 | RYNRayonier Inc | 7,528,878 | $267.6B | 1099.03% | |
| 28 | TMOThermo Fisher Scientific Inc | 467,330 | $267.0B | 1096.62% | |
| 29 | RXNEURRexnord Corp | 4,103,185 | $263.8B | 1083.45% | |
| 30 | AKXANSYS Inc | 770,859 | $262.4B | 1077.89% | |
| 31 | WRKUSDWestrock Co | 5,160,694 | $257.2B | 1056.19% | |
| 32 | WTRGEssential Utilities Inc | 5,531,290 | $254.9B | 1046.85% | |
| 33 | VVisa Inc | 1,130,174 | $251.7B | 1033.97% | |
| 34 | ADIAnalog Devices Inc | 1,494,674 | $250.3B | 1028.15% | |
| 35 | GNRCGenerac Holdings Inc | 562,943 | $228.8B | 939.75% | |
| 36 | MPWRMonolithic Power Systems Inc | 471,987 | $227.8B | 935.66% | |
| 37 | LFUSLittelfuse Inc | 823,932 | $224.2B | 920.81% | |
| 38 | WATWaters Corp | 619,322 | $221.3B | 908.86% | |
| 39 | SAJACia de Saneamento Basico do Es | 30,350,866 | $214.2B | 879.95% | |
| 40 | ITRIItron Inc | 2,791,507 | $210.4B | 864.36% | |
| 41 | DARDarling Ingredients Inc | 2,923,813 | $209.2B | 859.41% | |
| 42 | ROKRockwell Automation Inc | 698,555 | $205.4B | 843.63% | |
| 43 | HNMOrmat Technologies Inc | 3,055,817 | $202.6B | 832.14% | |
| 44 | JT5Mueller Water Products Inc | 13,298,017 | $202.4B | 831.28% | |
| 45 | SEDGSolarEdge Technologies Inc | 750,069 | $198.2B | 814.05% | |
| 46 | TTCToro Co/The | 2,028,891 | $197.6B | 811.72% | |
| 47 | BDXBecton Dickinson and Co | 803,369 | $197.5B | 811.10% | |
| 48 | TSMTaiwan Semiconductor Manufactu | 1,760,319 | $196.5B | 807.23% | |
| 49 | VRTXVertex Pharmaceuticals Inc | 1,074,736 | $194.9B | 800.68% | |
| 50 | PKNPerkinElmer Inc | 1,116,914 | $193.6B | 794.95% | |
| 51 | VMIValmont Industries Inc | 800,824 | $188.3B | 773.34% | |
| 52 | MTDMettler-Toledo International I | 134,712 | $185.5B | 762.08% | |
| 53 | AQUAUSDEvoqua Water Technologies Corp | 4,816,623 | $180.9B | 743.04% | |
| 54 | HRIHerc Holdings Inc | 1,100,075 | $178.9B | 734.72% | |
| 55 | RGENRepligen Corp | 617,712 | $177.6B | 729.52% | |
| 56 | AOSA O Smith Corp | 2,766,800 | $169.0B | 693.98% | |
| 57 | GPKGraphic Packaging Holding Co | 8,860,540 | $167.8B | 688.99% | |
| 58 | DEDeere & Co | 463,815 | $155.4B | 638.30% | |
| 59 | CLHClean Harbors Inc | 1,475,425 | $151.8B | 623.58% | |
| 60 | LIILennox International Inc | 500,607 | $146.7B | 602.66% | |
| 61 | IPGPIPG Photonics Corp | 907,346 | $143.0B | 587.20% | |
| 62 | ALTREURAltair Engineering Inc | 2,073,293 | $142.2B | 583.99% | |
| 63 | URIUnited Rentals Inc | 394,400 | $138.4B | 568.46% | |
| 64 | —SPX FLOW Inc | 1,775,124 | $129.8B | 532.96% | |
| 65 | BMIBadger Meter Inc | 1,200,745 | $120.8B | 496.35% | |
| 66 | POOLPool Corp | 278,113 | $120.8B | 496.21% | |
| 67 | HASIHannon Armstrong Sustainable I | 2,181,442 | $116.7B | 479.16% | |
| 68 | CWTCalifornia Water Service Group | 1,948,700 | $114.8B | 471.66% | |
| 69 | SRCLStericycle Inc | 1,622,506 | $109.4B | 449.14% | |
| 70 | CITCintas Corp | 232,474 | $88.5B | 363.46% | |
| 71 | LNNLindsay Corp | 581,933 | $88.3B | 362.80% | |
| 72 | COOCooper Cos Inc/The | 203,271 | $84.0B | 345.06% | |
| 73 | SWCHEURSwitch Inc | 3,302,447 | $83.2B | 341.67% | |
| 74 | FELEFranklin Electric Co Inc | 1,037,256 | $82.8B | 340.18% | |
| 75 | DCIDonaldson Co Inc | 1,451,101 | $82.5B | 338.86% | |
| 76 | AMZNAmazon.com Inc | 24,658 | $81.0B | 332.69% | |
| 77 | AAPLApple Inc | 500,573 | $70.8B | 290.92% | |
| 78 | SONSonoco Products Co | 1,139,153 | $67.9B | 278.76% | |
| 79 | CYRXCryoPort Inc | 886,301 | $58.5B | 240.21% | |
| 80 | PGProcter & Gamble Co/The | 405,713 | $56.7B | 232.96% | |
| 81 | VOYAVoya Financial Inc | 923,031 | $56.7B | 232.73% | |
| 82 | GOOGLAlphabet Inc | 20,508 | $54.8B | 225.19% | |
| 83 | SBUXStarbucks Corp | 489,375 | $54.0B | 221.72% | |
| 84 | MCXMcCormick & Co Inc/MD | 655,538 | $53.1B | 218.17% | |
| 85 | VRTVertiv Holdings Co | 2,079,061 | $50.1B | 205.71% | |
| 86 | DOLEDole PLC | 2,938,189 | $49.8B | 204.67% | |
| 87 | JPMJPMorgan Chase & Co | 304,159 | $49.8B | 204.49% | |
| 88 | CRMsalesforce.com Inc | 168,177 | $45.6B | 187.34% | |
| 89 | CVSCVS Health Corp | 523,361 | $44.4B | 182.41% | |
| 90 | BALLBall Corp | 492,928 | $44.3B | 182.15% | |
| 91 | SEESealed Air Corp | 775,348 | $42.5B | 174.48% | |
| 92 | UPSUnited Parcel Service Inc | 228,876 | $41.7B | 171.18% | |
| 93 | GOOGAlphabet Inc | 15,243 | $40.6B | 166.86% | |
| 94 | LOWLowe's Cos Inc | 198,666 | $40.3B | 165.52% | |
| 95 | AMATApplied Materials Inc | 312,207 | $40.2B | 165.07% | |
| 96 | TMUST-Mobile US Inc | 311,469 | $39.8B | 163.44% | |
| 97 | BMYBristol-Myers Squibb Co | 644,223 | $38.1B | 156.56% | |
| 98 | CFGCitizens Financial Group Inc | 798,611 | $37.5B | 154.10% | |
| 99 | MRKMerck & Co Inc | 476,107 | $35.8B | 146.87% | |
| 100 | VCTRVictory Capital Holdings Inc | 963,434 | $33.7B | 138.54% |
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